Your partner for endowment and foundation management.

Overseeing the management of an endowment fund requires dedicated expertise and a prudent process that are difficult for many smaller entities to achieve. Sheets Smith offers Outsourced Chief Investment Officer (OCIO) services to provide a complete suite of fiduciary services built on an institutional-quality decision-making framework that relies on sound, time-tested investment principles, and copious empirical data and reporting.

We serve as Prudent Expert so your organization can focus on its core mission. We offer the following services:

Formulation And Adoption Of An Investment Policy Statement

We develop an Asset Allocation Policy undergirded by extensive examination of Capital Market Expectations (forward-looking returns) and customized for the unique goals and spending policies of each organization. The asset allocation is by far the single most important decision a fund can make, and it should be the primary focus of any fund fiduciary (finance or investment committee).

Performance Analytics And Reporting

We use world class proprietary software solutions to extensively rank and recommend over 28,000 managers globally. Managers are evaluated and ranked vs. an Index and their Peer Group, with rankings updated quarterly. Fund fiduciaries can be confident that they have “the best players on the field” at any time when retaining SSWM as their OCIO.

Manager Selection And Monitoring

We evaluate current fund managers and make adjustments based on manager performance vs. a pre-determined passive index and peer group ranking. The goal is to have superior managers who are priced competitively across any asset class utilized by a fund.

Periodic Rebalancing

A bedrock best practice for any fund is to periodically shift assets that have outperformed into others that have lagged. This can be done quarterly, semi-annually, or annually, or if significant additions to a fund are received.

Sheets Smith also serves as an asset manager for those funds seeking a specific and dedicated allocation to either equity or fixed income strategies.